Mobile Tech RX + Zoho CRM
Create new entry in Zoho CRM for each new client created in Mobile Tech RX
Streamline your client-management process with this convenient workflow. When a new client is added in Mobile Tech RX, it creates an equivalent module entry in Zoho CRM. It saves time by eliminating the need to do the same task across both platforms and keeps your client information consistent and up-to-date. Benefit from improved efficiency and a more organized client management system.
Streamline your client-management process with this convenient workflow. When a new client is added in Mobile Tech RX, it creates an equivalent module entry in Zoho CRM. It saves time by eliminating the need to do the same task across both platforms and keeps your client information consistent and up-to-date. Benefit from improved efficiency and a more organized client management system.
- When this happens...Client Created
Triggers when a client is first created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Client Created
Triggers when a client is first created.
Try ItClient Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItEstimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItEstimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try It
